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Make Data-Driven Decisions with Salesforce Tableau

Tableau, integrated with Salesforce, allows businesses to turn their data into meaningful insights. ShanVri Digital helps businesses set up Tableau for data visualization, reporting, and predictive analytics.

What is Salesforce Tableau?

Salesforce Tableau is a powerful data visualization and business intelligence (BI) tool that enables organizations to analyze and interpret their data through interactive dashboards, charts, and reports. Acquired by Salesforce, Tableau allows businesses to transform raw data into actionable insights, helping decision-makers understand trends, patterns, and relationships within their data. With a user-friendly interface, Tableau makes it easy for users at all technical levels to create sophisticated visualizations and explore data, providing a deeper understanding of key business metrics.

Integrated with the Salesforce ecosystem, Tableau allows users to combine data from multiple sources, including CRM, marketing, and sales data, to generate comprehensive views of their business performance. This integration ensures that organizations can make data-driven decisions in real-time, improving customer engagement, operational efficiency, and overall business strategies. 

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Data & Analytics services and solutions Provided by ShanVri Digital

ShanVri Digital offers Data & Analytics solutions to transform raw data into actionable insights. Our services include data visualization, predictive analytics, and tailored dashboards to drive informed decision-making.

Data Visualization

Create powerful and interactive visualizations to understand business performance.

Custom Dashboards

Build real-time dashboards to track key metrics and KPIs.

Advanced Analytics

Use predictive analytics to forecast trends and make informed decisions.

Data Integration

Integrate Tableau with Salesforce and other data sources to get a complete view of your business.

See how Tableau customers turn insights into action

Discover how Tableau helps customers transform data insights into impactful actions, driving smarter decisions and business growth. Unlock the power of visual analytics for better outcomes.

Whole Foods Market democratizes data for 18k employees.

Keybank empowers 10k employees with actionable insights in Tableau

JLR delivers £250M in business value with Tableau

Hear from Salesforce Users: Success in Action

"Understanding what makes our fans tick as well as where they come from, how they transact, and how they consume content are all critical to our growth. Tableau allows us to visualize all that data and embed it into our flow of work."

Products

"Tableau allowed us to draw interesting conclusions from our data that we couldn’t have done before."

Products

"Data helps all of us work together to serve people in the best, most efficient and effective ways."

Products

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Frequently Asked Questions

What is Salesforce Tableau?

Salesforce Tableau is a leading business intelligence (BI) and analytics platform that helps businesses visualize and understand their data. It provides interactive dashboards, real-time analytics, and powerful data integration tools to make data-driven decisions.

What are the benefits of using Salesforce Tableau?

Key benefits of Salesforce Tableau include:

  • Interactive Visualizations: Create intuitive dashboards for better insights.
  • Real-Time Analytics: Access up-to-date data for faster decision-making.
  • Scalable Solutions: Suitable for businesses of all sizes.
  • Data Integration: Connects with various data sources, including Salesforce CRM.
  • AI-Powered Insights: Use Tableau AI for predictive analytics and advanced forecasting.
How does Salesforce Tableau work?

Salesforce Tableau works by:

  • Connecting to multiple data sources such as CRMs, databases, and spreadsheets.
  • Transforming raw data into visual insights through drag-and-drop tools.
  • Allowing users to share dashboards and collaborate in real time.
What industries use Salesforce Tableau?

Salesforce Tableau is used across industries like:

  • Financial Services: For risk analysis and forecasting.
  • Healthcare: To track patient outcomes and operational efficiency.
  • Retail: For sales and inventory analysis.
  • Education: To monitor student performance and resource allocation.
  • Manufacturing: For supply chain and production analytics.
What are the key features of Salesforce Tableau?

Top features include:

  • Drag-and-Drop Interface: Build dashboards without coding.
  • Data Blending: Combine data from multiple sources.
  • Advanced Analytics: Leverage Tableau AI for predictive modeling.
  • Mobile-Optimized Dashboards: Access insights on the go.
  • Collaboration Tools: Share dashboards and reports securely.
How does Salesforce Tableau integrate with Salesforce CRM?

Salesforce Tableau seamlessly integrates with Salesforce CRM to:

  • Visualize CRM data through interactive dashboards.
  • Monitor key performance indicators (KPIs) in real time.
  • Enhance forecasting with AI-powered insights.
  • Provide a unified view of customer data across departments.
Is Salesforce Tableau suitable for small businesses?

Yes, Salesforce Tableau offers scalable solutions for businesses of all sizes, including small businesses. Its user-friendly interface and affordable plans make it accessible for startups and SMEs.

 

What is Tableau AI, and how does it enhance analytics?

Tableau AI is a feature within Salesforce Tableau that uses artificial intelligence to:

  • Generate predictive insights.
  • Identify trends and anomalies in data.
  • Automate data preparation and analysis.
Can Salesforce Tableau handle big data?

Yes, Salesforce Tableau is designed to handle large volumes of data efficiently. It connects with big data platforms like Hadoop, Amazon Redshift, and Google BigQuery for advanced analytics.

 

How secure is Salesforce Tableau?

Salesforce Tableau prioritizes security with:

  • Data encryption in transit and at rest.
  • Role-based access controls for user permissions.
  • Compliance with global standards like GDPR, HIPAA, and SOC 2.
How can ShanVri help with Salesforce Tableau implementation?

ShanVri offers:

  • End-to-end Tableau implementation services.
  • Custom dashboard design and development.
  • Integration with Salesforce CRM and other data sources.
  • Training and support to ensure seamless adoption.
What are the pricing options for Salesforce Tableau?

Salesforce Tableau offers various pricing plans based on:

  • The number of users.
  • Required features and functionalities.
  • Deployment options (cloud or on-premises).
    Contact ShanVri for a customized pricing consultation.
Can Salesforce Tableau be deployed on-premises?

Yes, Salesforce Tableau offers both cloud-based and on-premises deployment options, providing flexibility for businesses with specific IT infrastructure needs.

 

How does Tableau support real-time analytics?

Salesforce Tableau enables real-time analytics by:

  • Connecting to live data sources for up-to-date insights.
  • Automatically refreshing dashboards as new data is available.
  • Providing real-time alerts for critical changes.
How long does it take to implement Salesforce Tableau?

The implementation timeline depends on your business needs, data complexity, and customization requirements. ShanVri ensures efficient deployment, typically within a few weeks.

 

What are the top use cases for Salesforce Tableau?
  • Sales Analytics: Monitor pipeline performance and revenue forecasts.
  • Marketing Analytics: Analyze campaign ROI and customer segmentation.
  • Operational Analytics: Optimize workflows and resource allocation.
  • Financial Analytics: Track budgets, expenses, and profitability.

Why Choose Us

Why Organizations Recognize Shanvri Group’s Consulting Services as the Industry Leader

A dedicated team of 25 skilled developers.

Exclusive expertise in Microsoft and Salesforce platforms.

A client-centric approach that prioritizes results and satisfaction.

A legacy of blending tradition and innovation to drive transformation.

Ready to transform your business? Partner with ShanVri Digital for innovative IT solutions that drive measurable results.